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THE EXCHANGE

RECENT NEWS

Q3 Market & Shareholder Update: How Publix Is Positioned in a Shifting Grocery Landscape

As we head into the final stretch of 2025, the grocery industry continues to evolve around three key themes: value,…

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Quarterly Checkout

By: Troy Garcia

The Gift of Presence: Why Showing Up Matters More Than Ever

Thanksgiving has always called us home, not just to a place, but to one another. It invites us to pause,…

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Bowlin's Alley

By: Dr. Lyle Bowlin

The Many Sides of Thanksgiving

Thanksgiving is more than just a holiday—it’s a mosaic of moments, traditions, and connections that reflect the many ways we…

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Contrary To Commentary

By: Chris Hammond


MEET OUR TEAM

Keith Albritton

CFP®
CIMA®
Senior Vice President

Ginny Houghton

Senior Vice President
Financial Advisor

Chris Hammond

CFA®
Senior Vice President
Portfolio Manager

Troy Garcia

CFP®
Vice President
Financial Advisor

Matthew Albritton

Financial Advisor

Dr. Lyle Bowlin

Investment Strategist

Our Team

Is ready to serve you and your family

Providing financial planning solutions to you and your family today

for your tomorrow.  Schedule an appointment at your convenience.